Purchases and Sales Made in Q2 2025 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q2 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
391New |
$10.5K - $11.3K
|
391
$11.3K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
315+ 58.99% |
$8.43K - $9.07K
|
849
$24.5K
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
309New |
$8.27K - $8.9K
|
309
$8.93K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
197+ 1.02% |
$5.27K - $5.67K
|
19.6K
$566K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
23New |
$615 - $662
|
23
$664
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$26.8 - $28.8
|
2
$57.8
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.64% |
$26.8 - $28.8
|
62
$1.79K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 1.97% |
$963 - $1.04K
|
1.79K
$51.7K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-62- 50.0% |
$1.66K - $1.78K
|
62
$1.79K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 2.5% |
$2.68K - $2.88K
|
3.91K
$113K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-221- 13.68% |
$5.91K - $6.36K
|
1.4K
$40.3K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-259- 12.9% |
$6.93K - $7.46K
|
1.75K
$50.5K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-265- 2.66% |
$7.09K - $7.63K
|
9.71K
$280K
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-372- 0.25% |
$9.95K - $10.7K
|
150K
$4.33M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-447- 23.02% |
$12K - $12.9K
|
1.5K
$43.2K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.18K- 5.78% |
$58.2K - $62.7K
|
35.5K
$1.03M
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.08K- 4.48% |
$82.3K - $88.5K
|
65.6K
$1.9M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.47K- 7.32% |
$253K - $273K
|
120K
$3.46M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.58K- 28.35% |
$256K - $276K
|
24.2K
$699K
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-19.8K- 1.5% |
$530K - $570K
|
1.3M
$37.7M
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-47.6K- 8.29% |
$1.27M - $1.37M
|
526K
$15.2M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-83.2K- 69.33% |
$2.22M - $2.39M
|
36.8K
$1.06M
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-112K- 90.61% |
$3.01M - $3.24M
|
11.7K
$337K
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-259K- 14.53% |
$6.93M - $7.46M
|
1.53M
$44.1M
|